捕鱼下载

張羅群

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  • 擅長領域:
  • 主講課程:
    《年金營銷實戰-家庭理財,年金為基》 《高端客戶開拓與經營管理》 《卓越保險團隊的精英招募技術》 《理財規劃與金融產品配置》 《理財規劃師大賽賽前輔導訓練營》 《家庭風險管理與保險優配》 《財富管理之客戶分析3K技巧》 《客戶理財沙龍經營與路演》 《趨勢分析與資產配置》 授課風格: 邏輯嚴謹且不失幽默:理性的外表與……
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趨勢分析與資產配置培訓課程大綱

2019-11-05 更新 454次瀏覽捕鱼下载

  • 所屬領域
    行業趨勢 > 一帶一路
  • 適合行業
    銀行證券行業 政府機關部門 教育培訓行業 保險行業 其他
  • 課程背景
    自“強監管”時代開啟,產品爆雷、金融難民,為何中國富裕家庭的理財成長之路需要面臨諸多的困局與尬局?究其原因資產配置以房為主的不合理、金融投資以收益為主的不理性、家庭基石無年金的不可靠,理財顧問如何開展投資教育培養客戶正確的理財觀?如何策略提升在專業資產配置服務流程上的短板? 通過該課程學習財富管理師將掌握資產配置原理與實踐應用,在財富管理服務中通過資產配置服務流程與資產配置方案制作,為中高凈值客戶群提供資產配置再平衡,為客戶企業、家庭、家族提供財資產配置服務。
  • 課程目標
    ▲業績:促進金融機構綜合金融產品、事務性服務產能提升; ▲溝通:掌握最新資產策略報告分析與解讀,與中高端客戶共享私密空間; ▲專業:為富裕家庭提供專業的資產配置服務流程、制作專業化資產配置方案; ▲工具:資產配置方案建議書模版、最新版資家庭資產策略分析報告。
  • 課程時長
    一天
  • 適合對象
    理財顧問、理財經理
  • 課程大綱

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